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Articles tagged "date" returned 134 results.
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Simple Time Management
...user they can select a different user from the list. Select a Date Todays date will automatically selected but users can retrospectively enter the date required. Time spent Enter the...
Advise the customer that their subscription is due
For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter...
Mail Tracking Settings
...Apply MailScan Reset To force the mail scanner to scan back to a specific date, set the date and save. This will affect all users. Email Scan Exclusions Domain names...
Creating a Project
...Owner The Project Owner will be one of your Gold-Vision users who is responsible for the Project Start / End date Start and End dates for the project are Date...
Gmail Integration Overview
...Integration for Gold-Vision CRM Centralise your emails and appointments and keep your CRM up to date without having to switch back and forth between multiple screens and devices. This integration...
Managing Appointments
...within Gold-Vision or within a third party calendar the attendance data will be kept in sync. Primary Appointment Actions Close modal Edit the information to update data such as Activity...
Configuring Loqate Email Validation
...happens when a validation has expired; Ignore means it remains validated, Revalidate will automatically revalidate it and Purge will remove the validation record against that address. Daily request limit Set...
Timeline
...scheduled for send at a particular date and time, and landing pages have a publish and unpublish date. Generic elements, (such as for social media posts) can also be scheduled...
Your To Do & Alerts List
...they are based on the Activity Due Date/Time. If the Activity has not been completed by the Due Date/Time users will get an Alert in the Action Centre. Close modal...
Action Centre
...Date/Time. If the Activity has not been completed by the Due Date/Time users will get an Alert in the Action Centre. Close modal Calendar This includes your Activities and Appointments...
